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Portfolio (Quarterly) Guide ↗

Joel Isaacson & Co., LLC

· CIK 0001599330
13F Portfolio $3.0B AUM 455 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 156 Added 82 Reduced 25 Exited
Page 4 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ARCC ARES CAPITAL CORP Financial Services 166,353.0 $3.0M 0.10% +893.0 +0.5% $18.02 +3.2%
62 GLW CORNING INC Technology 20,974.0 $2.9M 0.10% +456.0 +2.2% $135.97 +42.7%
63 DFIV DIMENSIONAL ETF TRUST 50,044.0 $2.6M 0.09% +898.0 +1.8% $52.78 +5.2%
64 ED CONSOLIDATED EDISON INC Utilities 23,100.0 $2.6M 0.09% +958.0 +4.3% $113.18 -4.1%
65 IJR ISHARES TR 20,634.0 $2.6M 0.09% +1K +5.7% $124.31 +10.5%
66 VZ VERIZON COMMUNICATIONS INC Communication Services 49,646.0 $2.5M 0.08% +782.0 +1.6% $50.20 -3.7%
67 VANGUARD CALIF TAX FREE FDS 24,361.0 $2.4M 0.08% +15K +161.1% $99.08
68 GE GE AEROSPACE Industrials 8,269.0 $2.3M 0.08% +232.0 +2.9% $283.78 +6.7%
69 INTC INTEL CORP Technology 53,072.0 $2.3M 0.08% +7K +14.7% $44.13 +171.6%
70 BMY BRISTOL-MYERS SQUIBB CO Healthcare 38,011.0 $2.3M 0.08% +6K +18.6% $60.65 -2.0%
71 EEM ISHARES TR 39,689.0 $2.3M 0.07% +10K +34.2% $56.79 +16.0%
72 CB CHUBB LTD SWITZ Financial Services 6,879.0 $2.2M 0.07% +90.0 +1.3% $325.93 +0.6%
73 VV VANGUARD INDEX FDS 7,235.0 $2.2M 0.07% +263.0 +3.8% $298.87 +14.8%
74 UNH UNITEDHEALTH GROUP INC Healthcare 7,396.0 $2.0M 0.07% +500.0 +7.2% $270.58 +43.6%
75 BND VANGUARD BD INDEX FDS 26,558.0 $2.0M 0.07% +1K +5.4% $73.64 -0.9%
76 GEV GE VERNOVA INC Utilities 2,218.0 $1.9M 0.06% +47.0 +2.2% $872.91 +19.0%
77 BSV VANGUARD BD INDEX FDS 24,482.0 $1.9M 0.06% +3K +12.2% $78.41 -0.7%
78 KO COCA COLA CO Consumer Defensive 24,742.0 $1.9M 0.06% +1K +4.4% $76.05 +7.1%
79 SCHD SCHWAB STRATEGIC TR 61,028.0 $1.9M 0.06% +18K +42.4% $30.68 +7.0%
80 VOE VANGUARD INDEX FDS 10,066.0 $1.9M 0.06% +228.0 +2.3% $184.29 +5.5%
Page 4 of 8  ·  156 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 31.6%
Financial Services 23.8%
Technology 21.5%
Consumer Cyclical 6.4%
Healthcare 5.7%
Consumer Defensive 3.3%
Industrials 3.1%
Energy 2.9%
Utilities 1.2%
Real Estate 0.4%